Sharff, Wittmer, Kurtz, Jackson & Diaz

What Sharff, Wittmer, Kurtz, Jackson & Diaz does

Sharff, Wittmer, Kurtz, Jackson & Diaz PC (SWKJD) was a privately held accounting and advisory firm founded in 1953 and headquartered in Coral Gables, Florida. The firm provided tax preparation and planning, accounting and bookkeeping, and business advisory services to closely-held businesses, entrepreneurs, and high-net-worth individuals across the Miami/South Florida market. Its operating model was relationship-driven and consultative, with five partners/managing directors leading a team of more than 30 professionals who delivered services directly from a single Coral Gables office.

SWKJD's product surface was unified rather than modular — there was no platform-plus-modules architecture, and the core offering was personalized professional services rather than technology-enabled delivery. Revenue was generated through professional services fees across three streams: Tax Services, Accounting Services, and Advisory Services, each billed on engagement-based terms typical of mid-market CPA practices. Pricing was not publicly disclosed, and customer acquisition relied on referrals, partner relationships, and long-standing client trust rather than formal marketing channels.

On May 12, 2026, SWKJD was acquired by Citrin Cooperman via an alternative practice structure: Citrin Cooperman & Company, LLP acquired the attest assets while Citrin Cooperman Advisors LLC acquired the non-attest assets. Following the transaction, SWKJD no longer operates as an independent entity; its partners, staff, and client book have been integrated into Citrin Cooperman's Florida operations, expanding the acquirer's capabilities in the Miami market.

Name

Sharff, Wittmer, Kurtz, Jackson & Diaz

Legal name

Sharff, Wittmer, Kurtz, Jackson & Diaz PC

Website

https://swkj-cpa.com

Company type

Private

Founded year

1953

Operating status

Acquired

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro industry

PRIMARYBPAHABAA

Audit & Assurance Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAEAHAF

Purchase Price Allocation (PPA) & Intangible Asset Valuation

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Valuation, Appraisal & Fairness Opinions

Keywords

• Accounting services
• Tax preparation
• Audit services
• Business advisory
• Litigation support

Headquarters

HQ city

Coral Gables

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Tax Services: Tax preparation, planning, and compliance services for individuals and businesses.
2. Accounting Services: Accounting and bookkeeping services for privately held businesses.
3. Advisory Services: Advisory services tailored to each client's unique needs.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Sharff, Wittmer, Kurtz, Jackson & Diaz (SWKJD) is a Coral Gables, Florida-based CPA firm providing tax preparation and compliance, accounting and bookkeeping, audits, litigation support, business valuation, and advisory services to privately held businesses, entrepreneurs, and high-net-worth individuals in the Miami/South Florida market. The firm delivers these services through a relationship-driven, hands-on model with five partners and 30+ staff.

Product overview

Sharff, Wittmer, Kurtz, Jackson & Diaz PC (SWKJD) is a single-service accounting and advisory firm providing tax, accounting, and advisory services to privately held businesses, entrepreneurs, and high-net-worth individuals in the Miami market. The firm operates as a unified service offering without a platform-plus-modules architecture, delivering personalized solutions through a hands-on approach with long-standing client relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services
• Accounting Services
• Audit Services
• Litigation Support
• Business Valuation
• Advisory Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Citrin CoopermanmajorStrategic or Co-development Partner · 12 May 2026Citrin Cooperman acquired substantially all the assets of SWKJD on May 12, 2026. The transaction consisted of Citrin Cooperman Advisors LLC acquiring certain non-attest assets and Citrin Cooperman & Company, LLP acquiring certain attest assets. The combination brings together two organizations known for deep client relationships, trusted advice, and strong cultures. SWKJD joins with 5 partners/managing directors and more than 30 employees, strengthening Citrin Cooperman's Florida presence.

Scale indicators1 record

Recent moves1 record

Expansion highlights2 records

Direct peers

• Kaufman Rossin: South Florida-based CPA and advisory firm serving privately held businesses, entrepreneurs, and HNW individuals with tax, accounting, audit, and advisory services — the closest geographic and service-set comparable to SWKJD.
• Grassi & Co. Top-100 U.S. accounting firm serving closely held businesses, HNW individuals, entrepreneurs, and family offices across tax, audit, and advisory — comparable size and segment focus.
• Anchin: Mid-market accounting and advisory firm based in New York serving private companies, family offices, and HNW individuals with tax, assurance, and advisory — closely comparable business model and target segments.
• Citrin Cooperman: Top-25 U.S. accounting and advisory firm providing tax, assurance, advisory, and technology platform services to mid-market, private, and HNW clients — the parent/acquirer and most directly overlapping full-service peer.
• Withum: East Coast regional CPA and advisory firm with strong private business, HNW, and family office practices — comparable in scale and service breadth, and an active consolidator in the space.
• Daszkal Bolton: Florida-based accounting and advisory firm (Boca Raton/Fort Lauderdale) serving private businesses, HNW families, and entrepreneurs with tax, audit, and wealth advisory — comparable in size, geography, and client mix.
• Berkowitz Pollack Brant Advisors + CPAs: Miami-based accounting and advisory firm with a similar partner-led model serving closely held businesses, families, and HNW clients across tax, assurance, and wealth advisory — directly comparable in market and client profile.
• Marks Paneth: Mid-Atlantic accounting and advisory firm with a strong HNW, family office, and closely held business practice — similar partner-led model, segment focus, and deal history (private-equity-backed consolidation).

Broad incumbents

• RSM US: Top-5 global audit, tax, and consulting firm serving middle-market private businesses — a much larger incumbent that competes for the same closely held business and HNW advisory engagements SWKJD serves.

Regional players

• MBAF (Morrison, Brown, Argiz & Farra): Miami-based full-service accounting and advisory firm serving private and public companies, HNW clients, and entrepreneurs — directly comparable geographic peer in the South Florida market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/swkjd

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sharff, Wittmer, Kurtz, Jackson & Diaz